Mutual Fund Insights: BB&T Equity Income A Fund (BAEIX)

In-depth Analysis of BB&T Equity Income A Fund (BAEIX)

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See BB&T Equity Income A Fund (BAEIX) performance details as of February 28, 2010

  

Last Trade: $12.72 on 3/19/2010, Change: -0.08 (-0.63%)

Experiment our closing price forecasting tool for BB&T Equity Income A Fund (BAEIX) (alpha release)

  

Fund Manager - George F. Shipp

Fund Manager Tenure: 5.7 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

George F. Shipp is a senior managing director and portfolio manager with CHOICE Asset Management, a department of Scott & Stringfellow, and serves as chief investment officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. George F. Shipp has been with Scott & Stringfellow since 1982. George F. Shipp holds the Chartered Financial Analyst designation.  Get more insights on George F. Shipp

  

 What we like about BB&T Equity Income A Fund (BAEIX)

Data for BB&T Equity Income A Fund (BAEIX) as of February 28, 2010

• BB&T Equity Income A Fund (BAEIX) management has been with BB&T Equity Income A Fund for 5.7 years
• BB&T Equity Income A Fund (BAEIX) has good Long-term performance (5-year return 5.97% vs -0.22 % Large Value category average)
• BB&T Equity Income A Fund (BAEIX) ratio of up-years vs down years is greater than 2
• BB&T Equity Income A Fund (BAEIX) has a Morningstar rating of 4 and above
• BB&T Equity Income A Fund (BAEIX) has an annual stock turnover rate of 37.13% vs Large Value average of 69.56%. It is good that BB&T Equity Income A management does not trade extensively for its return.
• BB&T Equity Income A Fund (BAEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.64, lower than category average of 20.8
• BB&T Equity Income A Fund (BAEIX) has a lower management fee than its Large Value average: 1.22% vs 1.29%

  

 What we are cautious about BB&T Equity Income A Fund (BAEIX)

Data for BB&T Equity Income A Fund (BAEIX) as of February 28, 2010

• BB&T Equity Income A Fund is a focused fund with 48.57% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• BB&T Equity Income A Fund (BAEIX) has a less-than-ideal short-term performance (1-year return 27.85% vs 54.22 % Large Value category average)
• BB&T Equity Income A Fund (BAEIX) has a less-than-ideal mid-term performance (3-year return -1.46% vs -7.29 % Large Value category average)
• BB&T Equity Income A Fund (BAEIX) carries a 5.75% load

See BB&T Equity Income A Fund (BAEIX) performance details as of February 28, 2010

  

  

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BB&T Equity Income A Fund (BAEIX) Net Asset

Track net asset change of BB&T Equity Income A fund (BAEIX)

Date	Net Asset
02/2010	$110.36M
01/2010	$110.36M
11/2009	$105.86M

More historic net asset information on BB&T Equity Income A Fund (BAEIX)

  

BB&T Equity Income A Fund (BAEIX) Portfolio Allocation

Track portfolio allocation change of BB&T Equity Income A fund (BAEIX)

Date	Cash	Stock	Bond	Other
10/2009	9.08%	90.92%	0%	0%
09/2009	7.82%	92.18%	0%	0%
08/2009	11%	89%	0%	0%

Click here to see more historic asset allocation information on BB&T Equity Income A Fund (BAEIX)

  

Most Recent Top 10 Holdings in BB&T Equity Income A Fund (BAEIX)

Discover what BB&T Equity Income A Fund (BAEIX) manager is buying

31-Oct-09 Federated Treasury Obligs Instl [9.1%] KINDER MORGAN MNGMNT [4.59%] MCDONALDS CP [4.53%] NOVARTIS AG ADS [4.41%] PHILIP MORRIS INTL [4.25%] PEPSICO INC [4.16%] LOCKHEED MARTIN CP [4.1%] KIMBERLY CLARK CP [4.05%] NATURAL RES PTNRS LP [3.9%] VERIZON COMMUN [3.89%]

30-Sep-09 Federated Treasury Obligs Instl [7.84%] KINDER MORGAN MNGMNT [4.6%] MCDONALDS CP [4.47%] PHILIP MORRIS INTL [4.43%] NOVARTIS AG ADS [4.33%] LOCKHEED MARTIN CP [4.15%] PEPSICO INC [4.08%] KIMBERLY CLARK CP [3.96%] NOKIA CP ADS [3.86%] ABBOTT LABORATORIES [3.85%]

31-Aug-09 Treasury Obligations Instl [9.83%] KINDER MORGAN MNGMNT [5.1%] PHILIP MORRIS INTL [4.67%] PEPSICO INC [4.44%] Intel Corporation [4.31%] DOMINION RES NEW [4.22%] KIMBERLY CLARK CP [4.18%] NATURAL RES PTNRS LP [4.04%] DIAGEO PLC ADS NEW [4.04%] NOVARTIS AG ADS [3.87%]

Click here for Stock Holding Change Map in BB&T Equity Income A Fund (BAEIX)

  

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Latest News on BB&T Equity Income A (BAEIX)

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See more information on BB&T Equity Income A Fund (BAEIX)

• BB&T Equity Income A Fund Insights
• BB&T Equity Income A Fund Performance Data
• BB&T Equity Income A Fund News
• BB&T Equity Income A Fund Score Explaination
• BB&T Equity Income A Fund Manager Information
• Historic BB&T Equity Income A Fund Asset Allocation Report
• Historic BB&T Equity Income A Fund Top 10 Holding Tracking
• Historic BB&T Equity Income A Fund Asset Under Management Tracking